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Nuveen Municipal Value Fund
NUV

Overview Fund Activity

240 hedge funds and large institutions have $1.83B invested in Nuveen Municipal Value Fund in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 27 closing their positions.

Holders
240
Holders Change
+13
Holders Change %
+5.73%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
62
Reduced
64
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$76.2M
2
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$16.8M
3
EP
3
Essential Planning
New Hampshire
$4.69M
4
1CP
4
1607 Capital Partners
Virginia
$22.8M
5
UBS Group
5
UBS Group
Switzerland
$57.1M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.39B
2
TNA
2
True North Advisors
Texas
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$1.1M
4
GCM
4
Granby Capital Management
Florida
$9.45M
5
LPL Financial
5
LPL Financial
California
$9.01M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$3.4M 395,809 +55,532 +16%
BHWM
27
Bar Harbor Wealth Management
New Hampshire
$3.21M 373,800 -79,666 -18%
Ameriprise
28
Ameriprise
Minnesota
$2.44M 283,822 +15,529 +6%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.92M 223,713 -4,202 -2%
CA
30
Cresta Advisors
Texas
$1.9M 210,840 – –
Jones Financial Companies
31
Jones Financial Companies
Missouri
$1.79M 208,439 +68,595 +49%
MFIM
32
Mesirow Financial Investment Management
Illinois
$1.71M 199,086 +127 +0.1%
RBFC
33
Roman Butler Fullerton & Co
Missouri
$1.54M 175,887 +1,910 +1%
AG
34
AlTi Global
New York
$1.5M 173,035 -23,761 -12%
IWA
35
IBEX Wealth Advisors
New Jersey
$1.49M 173,477 +173,477 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.45M 169,053 +4,770 +3%
CNBTD
37
Citizens National Bank Trust Department
Mississippi
$1.42M 165,450 -9,525 -5%
SA
38
Sanctuary Advisors
Indiana
$1.31M 150,741 -16,875 -10%
Cohen & Steers
39
Cohen & Steers
New York
$1.3M 150,880 -10,000 -6%
SMC
40
Smith, Moore & Co
Missouri
$1.21M 140,710 -7,207 -5%
MC
41
Mathes Company
New York
$1.18M 137,500 – –
COLIM
42
City of London Investment Management
United Kingdom
$1.1M 128,182 -268,944 -68%
TF
43
Tandem Financial
Colorado
$1.1M 128,097 +128,097 New
BCG
44
Breakwater Capital Group
New Jersey
$1.04M 121,589 +7,339 +6%
KAS
45
Kestra Advisory Services
Texas
$1.03M 120,327 -9,809 -8%
SPIA
46
Steward Partners Investment Advisory
New York
$995K 115,846 +16,991 +17%
HAM
47
Harmony Asset Management
Arizona
$966K 112,500 +6,800 +6%
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$935K 105,997 -6,638 -6%
AIS
49
Accredited Investor Services
Minnesota
$875K 101,869 +101,869 New
HighTower Advisors
50
HighTower Advisors
Illinois
$874K 101,761 -2,362 -2%
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